How does a CRM system work?

CRM definition – short, concise, understandable

Customer – Relationship – Management is the orientation of a company toward its customers.

The basic goals are customer acquisition and customer retention. Therefore CRM deals with designing business processes around existing and potential customers. By collecting all relevant data with CRM – software, the marketing can align itself exactly to the needs of customers and is consequently called relationship marketing. This management concept enables the increase of the company’s success.

A CRM system provides a central collection point where companies can store information about customers and prospects, track customer interactions, and share important data with colleagues. The system provides businesses with a 360-degree view of their customers.

CRM encompasses the entire company and the entire customer lifecycle and includes database marketing and corresponding CRM software as a management tool. The goal is to achieve optimal customer orientation.

Why CRM is so important?

A CRM system helps you to build long-term customer relationships, optimize and automate processes, improve communication and collaboration, easily manage your sales pipeline and increase revenue.

It is very important to maintain customer data today. With the availability of a vast amount of data, companies today have information at their fingertips like never before.

At the same time, however, the flood of data must be processed, managed, and continuously updated. The contents of a CRM database include all the personal data of a customer, lead, or prospect.

Based on the information collected about customers and prospects, marketing and sales gain important insights into the needs and characteristics of the target group. Based on the customer data, they can plan targeted measures.

The customer history provides information about your customers at any time. For example, all telephone calls with corresponding conversation notes or agreements and calculations can be recorded, e.g. order confirmations and invoices, the entire e-mail with the customer, as well as all appointments with the corresponding records, delivery conditions, and possible price agreements such as discounts and rebates, can be called up.

With a CRM system, craft businesses benefit from the advantages of a digital customer file. When a customer calls and has queries, for example, tradesmen can see all the data at a glance, because all departments add to and use the database at the same time.

We offer you a complete package for entrepreneurs in the medium-sized construction industry to support you in the challenges of digital transformation. In the construction sector, we speak of project or object business because it is not customers who are at the forefront of sales management, but projects that are linked to companies and contact persons, and their relationship networks are linked.

A construction project requires functioning and efficient data management. Record all the information and processes related to your project and keep track of everything. Recognize potential better than ever before.

Make an appointment with us for a free and non-binding consultation.

We have developed our package, especially for craftsmen and companies in the construction industry.

Our Craftcloud CRM system is simple and easy to use.